Library

Articles

Library Documents
Library documents are typically published documents or documents that can be reused from project to project. DocBoss uses the library for uploading, storing and reviewing these documents. Examples include – Instruction Manuals, Brochures, MT...
Connect Library Documents to Doc Codes or Cards
Attach library documents to project cards (individual or bulk).
Edit Library Cards
Edit library cards (individual or bulk).
Review Expired Documents
If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed . To renew these documents, select the applicable document and click on edit. This gives you the a...
Add Custom Library Fields
Add additional library card fields and select which folder(s) they are available for.
Export / Import Instance Library
The steps below explain how to export and import an existing collection of documents in an instance's library. For instructions on adding new files to the library, see here . Export library documents and metadata From the system men...